Director of Business Development & Sales

Location
CAN - ON - Toronto
Salary
Benefits included
Posted
20 Apr 2021
Closes
20 May 2021
Industry Sector
Asset Management
Employment Type
Internship
Education
Bachelors

About Wealhouse:

Founded in 2008, Wealhouse Capital Management is a Toronto-based global investment firm with about $1B assets under management. Our investment philosophy is based on a fundamental bottom-up approach. We look for companies with proven business models, strong balance sheets, above-market profitability and best in class management teams. We look for companies with compelling growth stories, but don’t want to pay for it. We believe our edge stems from our meetings with global management teams, allowing us to obtain key industry and company insights.

Overview:

The Director of Business Development & Sales is charged with Wealhouse's business expansion and attracting new high-net-worth clients, servicing existing clients and external relationships.

Duties & Responsibilities:

  • Develop and design business plan to expand new client base and solidify existing client loyalty through net sales management
  • Execute proven strategies to grow AUM from new clients including high net worth, investment dealers and advisors, and institutional sales channels
  • Prioritize and effectively generate and manage new leads, driving the Wealhouse sales process, and proactively soliciting business from accredited investors
  • Own and deliver on ambitious sales targets
  • Service existing clients and investment advisors with regular updates on fund performances and portfolio positioning
  • Assess client demands for new product developments to help broaden Wealhouse’s offerings
  • Develop marketing materials highlighting Wealhouse’s value proposition and investment process to prospective clients and consultants
  • Coordinate meetings between prospects and investment team and working collectively to develop customized presentation material that matches needs of client
  • Represent Wealhouse at industry events, conferences and in the financial community
  • Support the posting and updates of website and coordinate marketing campaigns
  • Ensure compliance with Wealhouse’s regulatory policies and procedures

Skills Required:

  • Client-first mentality and passion for investment business
  • Entrepreneurial-minded self-starter and results-oriented
  • Has verifiable track record of business development and generating significant gross sales
  • Has established network of contacts within broker/dealer and investment advisor network, or asset allocators with proven track record of raising assets
  • Has earned a CFA Charter and has gained at least 12 months of relevant securities industry experience in the recent 36-month period, or has passed the Canadian Securities Course or the Exempt Market Products Exam
  • Strong ability to explain financial concepts, strategy, and investment process as well as economic events shaping portfolio strategies
  • Well-organized individual with excellent presentation, verbal and written communication skills and attention to details
  • Professional relationships both on and off Bay Street
  • Third party affiliations are an asset e.g. Foundations, industry boards
  • Ability to travel as necessary
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